STDN Standard Nuclear Inc.

$STDN $XE imho Natural gas is fast but not firm enough for hyperscale AI - Gas plants can be built quickly - But they depend on pipeline capacity - And they cannot deliver 24/7 carbon‑free power - And they still face transmission constraints Nuclear is the only scalable firm‑power option Hyperscalers (Amazon, Microsoft, Google) need: - 24/7 power - 300–600 MW per campus - No grid interconnection delays - No transmission upgrades - Zero‑carbon for ESG compliance That’s why Amazon is pursuing SMRs. And that’s why X‑energy’s FOAK matters.

$STDN $XE CoreWeave’s credit collapse accelerates the move toward dedicated nuclear power for hyperscalers. X‑energy benefits the most because its Xe‑100 reactors provide behind‑the‑fence, grid‑independent energy for large AI data centers. Standard Nuclear benefits indirectly through increased demand for microreactor fuel.

$STDN $XE My sense is that over the next few years, anyway, that natural gas will be more important to AI than nuclear power. For example, consider $AR.

Great news! For $STDN Faster reactor licensing → faster fuel demand $XE Expected reduction: 20–40% shorter licensing reviews

$STDN This company is effectively an emerging global monopoly in the production of TRISO-based nuclear fuel—a versatile fuel compatible with the world’s most advanced reactors, which are set to become the energy engines of the future. It is the only company in the world capable of custom-manufacturing this fuel for any advanced reactor design; even China and Russia lack the capability to produce TRISO fuel tailored to the full spectrum of such reactors.; it is an open model serving all reactor manufacturers—unlike other firms that tether clients to their own reactors. Furthermore, its business model is debt-free: all growth and infrastructure expansion are funded exclusively through upfront customer payments, rather than at the expense of investors. In a sense, this young company can be viewed as a hybrid—combining the industry standing and technical prowess of an ASML (in the context of nuclear fuel) with the open business model of Android. without a doubt, a strong buy.

$STDN The company has announced an earnings call for November 12—much earlier than the market’s expectation of early December. Research indicates that scheduling an earnings call more than 4 days ahead of the anticipated date is generally a positive indicator. In the case of STDN, the timing is significantly earlier than that 4-day threshold.

$STDN $XE A couple of days ago, Doomberg had a YouTube video on 247 Wall St that addressed this very issue.

$STDN - eh looking like another not so good market day. Let’s see how this holds up today